Retirement plan

BRONKEN'S FUTURE FUN FUND

Name: BRONKENS, INC. - BRONKEN'S FUTURE FUN FUND (2024) Form 5500
Creator: BRONKENS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRONKEN'S FUTURE FUN FUND, BRONKENS, INC.

BRONKENS, INC.EIN 81-0369748Plan #001PY 2024

PO BOX 188 - BOZEMAN, MT 59771406-586-2011

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+14.1% from 2023

Total participants

0.0% from 2023

Average account balance

$78,325

+20.1% from 2023

Annual return

9.55%

-3.48 pp from 2023

Benchmarks

See 23,862 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,862 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$78K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

82.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3794

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$72K

$3134 / participant

Other / not subdivided$72K100.0%

% of EOY assets

4.844%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,325

$166,242-52.9%

$165,071-52.6%

$145,884-46.3%

Participation rate

82.6%

82.0%+0.6pp

78.6%+4.0pp

80.3%+2.3pp

Annual return

9.55%

100.44%-90.9pp

70.17%-60.6pp

551.85%-542.3pp

Employer contribution / active EE

$2,239

$5,283-57.6%

$4,347-48.5%

$4,662-52.0%

Participant deferral / active EE

$3,456

$6,964-50.4%

$6,035-42.7%

$6,690-48.3%

Admin fee / account holder

$3,794

$16,658-77.2%

$12,695-70.1%

$13,392-71.7%

BRONKEN'S FUTURE FUN FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRONKEN'S FUTURE FUN FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion